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Morningstar

Hartford Small Company HLS IA HIASX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 14.70  /  0.62 %
  • Total Assets 404.0 Mil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Limited
  • TTM Yield —
  • Turnover 87%

USD | NAV as of Dec 04, 2023 | 1-Day Return as of Dec 04, 2023, 11:15 PM GMT+0

Morningstar’s Analysis HIASX

Will HIASX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HIASX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HIASX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of HIASX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Hartford Small Company HLS IA to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HIASX

More HIASX Holdings
  • Current Portfolio Date
  • Equity Holdings 101
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Applied Industrial Technologies Inc

2.68
9,751,109
Industrials

Wingstop Inc

2.56
9,336,257
Consumer Cyclical

Verra Mobility Corp Class A

2.51
9,159,224
Industrials

Fluor Corp

2.22
8,082,479
Industrials

Cabot Corp

2.08
7,572,537
Basic Materials

e.l.f. Beauty Inc

1.78
6,492,807
Consumer Defensive

ExlService Holdings Inc

1.77
6,463,374
Technology

Curtiss-Wright Corp

1.76
6,411,821
Industrials

Celsius Holdings Inc

1.75
6,380,328
Consumer Defensive

Viper Energy Inc Ordinary Shares - Class A

1.75
6,375,704
Energy